Firm
Opus Capital Management
Cincinnati, Ohio
Fee-only
Opus Capital Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFA.
- Its Form ADV reports 7 employees and 415 individual clients, 259 of them high net worth.
- Its average account is about $3.5 million (assets it manages divided by its 430 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | opus.capital |
| Phone | (513) 621-6787 |
Opus Capital Management fees
Opus Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $1.5 billion |
| Individual clients | 156 |
| High-net-worth clients | 259 |
| Accounts managed | 430 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-51533) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 106528 |